Kyla Scanlon
speaker
1,192 appearances
8 recordings
5 series
first heard Nov 2025
last heard 11 Aug
Kyla Scanlon’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jan 2026 with 3.
Appearances
And it's contributed, I think, a fifth of the index's total gain this year.
So Walmart is not that big of a percentage of the S&P 500.
And it has not driven that much growth, that much earnings power, that much investment.
And so NVIDIA is really special in that way because...
They have driven all of that investment and investors are so interested in them.
And like the S&P 500 has always been pretty top heavy.
There's always been companies that are more important than other companies.
But yeah, without NVIDIA, the story of 2024, 2025 would look like economic stagnation.
I don't think it would be something that extreme.
The stock market is definitely not the economy, but they are increasingly intertwined because the AI narrative is so important.
So if Nvidia implodes, it wouldn't be that people who are doctors and bus drivers and
construction workers would suddenly be without work.
It would just be that the stock market would collapse and the economic growth narrative would collapse and you could see secondary effects.
Maybe the construction firm decides to start laying off people because Nvidia leads to some sort of recession if they do end up imploding, but it would not be a direct correlation, no.
Yeah, I mean, if I had a nickel for every time somebody talked about the AI bubble, I'd be able to invest in NVIDIA.
I think that the way that you can think about it is NVIDIA is the entire AI thesis.
And so if all of a sudden
nvidia stumbles and there's increasing worries that they're going to because their growth path is like pretty impressive and pretty unsustainable because it is so impressive so companies might pull back on spending tens of billions of dollars on data centers you know cloud providers would delay expansion and startups built around you know ai's the future would face funding problems stock market would lose double digit percentages
The regional construction booms tied to data centers would slow.
So places like in Iowa, where they've helped to revive local economies to a certain extent, everything from steel plants to electrical workers to construction workers, land developers would feel the shock.
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